Sending Quote directly from Dynamics CRM -


i trying find way send generated quote directly crm client + @ same time adding add completed task of doing that. understood way downloading quote template , using mail merge. , creating task hand. want prove me wrong, one..

mscrm-addons have product called document core pack. generate nicer quote document, attach email (as pdf if desired), save document crm , / or sharepoint, create history item etc etc you. i've used in couple of implementations , impressed ease of use. have @ that.


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